Filed July 7, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,673 | $90,600-6.5% | $79,464+6.6% | $135,375-37.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.99% | 977.43%-983.4pp | 718.14%-724.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $7,544 | $3,068+145.9% | $2,800+169.4% | $4,779+57.9% |
| Participant deferral / active EE | $7,781 | $4,050+92.1% | $3,704+110.1% | $5,609+38.7% |
| Admin fee / account holder | $7,248 | $5,907+22.7% | $5,113+41.8% | $10,827-33.1% |